14 days ago
86
16
Posted On: October 2nd 2026, 10:10 am
When Donnie Trump, Nancy Peloski, Peter Thiel and the CEO all make an investment into the same company, it’s almost always worth looking into.
Vistra Corp (NYSE:VST) is one of the largest US competitive power companies, operating about 44 GW of generation, mainly in natural gas, coal and nuclear.
Fundamentals wise, Vistra has strong earnings & cash generation, an attractive forward PE of ~13.6x but has a significant (somewhat eyewatering) amount of debt.
VST is essentially a leveraged exposure to the emerging U.S. power shortage. Its existing nuclear and gas plants become more valuable as data centers increase demand while new dispatchable generation remains difficult to build.
Whether or not electricity prices increase in JPM
(Vistra’s main iso) is up for debate, but I’d rather capitalise on it than stand on the sidelines.
Not financial advice, do your own research.
#vistra #vst #energystocks #vistracorp #fundamentalanalysis
Vistra Corp (NYSE:VST) is one of the largest US competitive power companies, operating about 44 GW of generation, mainly in natural gas, coal and nuclear.
Fundamentals wise, Vistra has strong earnings & cash generation, an attractive forward PE of ~13.6x but has a significant (somewhat eyewatering) amount of debt.
VST is essentially a leveraged exposure to the emerging U.S. power shortage. Its existing nuclear and gas plants become more valuable as data centers increase demand while new dispatchable generation remains difficult to build.
Whether or not electricity prices increase in JPM
(Vistra’s main iso) is up for debate, but I’d rather capitalise on it than stand on the sidelines.
Not financial advice, do your own research.
#vistra #vst #energystocks #vistracorp #fundamentalanalysis
Comments (16)
11 days agochristianolove_
Hi Vic, hope you’re well. Any heads-up on stocks you think are looking promising over the next 6 to 12 months?
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